-47.1%
PLTU vs KIM
+33.1%
-80.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.6% | -8.0% | -0.8% |
| 7D | -24.5% | +10.6% | -35.1% | -16.1% |
| 30D | -20.2% | +17.5% | -37.7% | -5.4% |
| 3M | +3.1% | +4.7% | -1.6% | +10.3% |
| 6M | +8.7% | +13.1% | -4.4% | +21.5% |
| YTD | -36.2% | +32.1% | -68.3% | -20.4% |
| 1Y | -47.1% | +32.7% | -79.8% | -34.5% |
| All | -47.1% | +33.1% | -80.2% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KIM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling